The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Pfeiffer Shares His Vision For MMI Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, October 21, 2015

Pfeiffer Shares His Vision For MMI

Reported by Neil Anderson, Managing Editor

"My vision for MMI is for it to be a trusted resource and a first call."

Craig Pfeiffer
Money Management Institute
President, Chief Executive Officer
Craig Pfeiffer shared that, and more yesterday at a press briefing at the Grand Hyatt above Grand Central Terminal in New York City. On May 1, Pfeiffer took over as president of the Money Management Institute (MMI), after the departure of its founding president, and today he'll welcome about 400 fundsters and other wealth management industry insiders to MMI's 2015 Fall Solutions Conference, his first MMI conference as chief. Like yesterday's press briefing, the conference today and tomorrow is being held at the Grand Hyatt in midtown Manhattan.

In his introductory remarks at the briefing, Pfeiffer laid out his five key MMI strategic initiatives: member resources, education and training, data, the next generation, and advocacy.

The briefing was part MMI refresher for journalists and part research-presentation on "goals-based wealth management," which Pfeiffer described as a "significant secular transition for the industry." In the Q&A, Pfeiffer said that he expects significant investor demand for goals-based on wealth management and that big firms won't be the only ones offering it.

"There'll be marketplace solutions that will be utility-accessed," Pfeiffer said.

Other speakers at the briefing included: Sean Fullerton, senior research analyst at State Street's center for applied research and Jack Sharry, executive vice president of software specialist LifeYield. Jean Sullivan, managing principal of longtime MMI research ally Dover Financial Research, chimed in via speakerphone. 

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2018
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use